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GAOAX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

JPMorgan Global Allocation A (GAOAX) Ownership - Who owns JPMorgan Global Allocation A?

The investment seeks to maximize long-term total return... Show more

Profile

Category
Global Moderate Allocation
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.03
Min. Initial Investment
1000.00
Fund Existence
almost 14 years
Turnover
94.00
Front Load
4.50
Net Assets
2778102800.00
Manager Tenure
N/A

Fundamentals

GAOAX
Net Assets
2.78B
Fund Existence
almost 14 years
Turnover
94.00
Total Expense Ratio
1.03
Front Load
4.50%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Global Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.18
Assets in Top Ten Holdings
594M
Average Credit Quality
14
Average Effective Duration
3.72
Average Effective Maturity
4.97
Fund of Funds
No
Fund Share Class Net Assets
672M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.55
Modified Duration
4.02
No Load Fund
No
Number of Long Holdings
1704.00
Number of Net Holdings
1704.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
16.55%
Gain YTD
3.175
Annual Yield % from dividends
2.42
Returns for 1 year
6.54
Returns for 3 years
19.65
Returns for 5 years
32.17
Returns for 10 years
45.86
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderate Allocation
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com